Transaction Coordinator & Implementation Specialist
About The Position
Hagadone Technologies is a growing SaaS company building future-ready solutions for hospitality, events, and experiences — from modern ticketing platforms and AI-powered web services to golf course and resort management software. Backed by a legacy hospitality group, we combine modern tech with timeless, people-first values, helping our clients deliver better guest experiences while running more efficient, profitable operations. We’re looking for a Transaction Coordinator & Implementation Specialist who will act as the connective tissue between our internal teams and our customers. This person steps in after a deal is verbally agreed or a project is green-lit and owns everything from contract clean-up and document tracking, coordinating internally with sales, dev, and support, guiding new clients through onboarding, setup, and training, and post-launch periodic check-ins ensuring customer satisfaction. In short: you make sure every new customer has a smooth, professional, and confidence-building experience from “yes” to “go live.” This role supports deals closed by our sales team and direct projects initiated by our dev team (where no AE is involved).
Requirements
- Experience in a similar role coordinating transactions and implementations.
- Strong understanding of contract review and document management.
- Excellent organizational and time management skills.
- Ability to manage multiple projects and priorities simultaneously.
- Proficiency with CRM systems and other project management tools.
- Excellent communication and interpersonal skills, with the ability to build rapport with clients and internal teams.
- Experience in coordinating with technical and sales teams.
- Ability to create and manage project timelines and checklists.
- Experience facilitating training sessions.
- Proactive problem-solving skills.
- Experience in process improvement and standardization.
Nice To Haves
- Experience in the SaaS industry.
- Familiarity with the hospitality, events, or experiences sectors.
- Knowledge of ticketing platforms or resort management software.
Responsibilities
- Work with Account Executives at the tail end of the sales cycle to shepherd deals from “verbal yes” to fully executed agreement.
- Review contracts and order forms to ensure all required information is complete, accurate, and consistent (pricing, terms, add-ons, dates, signatures, etc.).
- Track contract status (sent, viewed, signed, outstanding) and follow up with internal stakeholders to remove blockers.
- Maintain organized records of all agreements and client documentation in our designated systems (e.g., CRM, shared drives, project tools).
- Support dev-initiated engagements by coordinating any needed contracts, SOWs, or approvals when projects originate outside the sales team.
- Serve as the primary point of contact for new clients during onboarding, from contract signature through go-live.
- Coordinate internal handoff from sales or dev to implementation, ensuring all key deal details and expectations are captured.
- Build and manage onboarding timelines and checklists for each client (milestones, dependencies, owner for each step).
- Work closely with our tech support / engineering teams to ensure hardware needs are identified and fulfilled (if applicable), software and environments are properly configured, and integrations, data imports, and settings are aligned with client requirements.
- Schedule and facilitate training sessions for client teams (ticketing staff, admins, managers, etc.), ensuring they feel confident using our platform(s).
- Proactively communicate progress, next steps, and potential risks to both clients and internal stakeholders.
- Own the transition from implementation and Customer Success, ensuring that all relevant notes, decisions, and edge cases are documented and that Customer Success has everything needed to support the client post-go-live.
- Act as a liaison between sales, dev, tech support, and Customer Success to keep everyone aligned on client status and expectations.
- Identify recurring issues, process gaps, and opportunities to improve the customer journey, and collaborate with leadership to refine playbooks and workflows.
- Help standardize templates, checklists, and playbooks for contracting, onboarding, and go-live.
- Suggest and implement improvements to reduce friction, shorten time-to-launch, and create a consistent “white-glove” experience.
- Track key implementation metrics (time to go-live, onboarding completion rates, common blockers) and share insights with leadership.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
